Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
9 Ways New Tax Law Could Affect Clients’ Estate Plans
By Melanie WaddellThe expanded estate tax exemption leaves many reasons to engage in estate planning, lawyers say.
December 21, 2017
Most Americans Think Washington Will Hurt Their Finances: PollForty percent of Bankrate poll participants said they expected the Republican leadership to have a negative effect, way up from 26% last year.
December 15, 2017
Many Americans Lack Financial Plan for Divorce or WidowhoodTD Ameritrade recently looked at the challenges of divorce and widowhood in the U.S. and uncovered some disturbing findings.
December 11, 2017
Your Kids Could Pay the Price for Poor LTC PlanningFilial responsibility laws are state laws that can essentially hold adult children liable for their parents long-term care costs.
November 22, 2017
Donor-Advised Funds Surge to Record in 2016, NPT ReportsDAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
November 21, 2017
10 Most Tax-Friendly States for Retirees: 2017You cant always judge a retirement place by its weather, although low taxes in some northern states may warm a retirees heart.
November 20, 2017
Top 20 Nonprofits That Ruled Fundraising in 2016Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trumps criticisms.
November 16, 2017
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up ContributionsThe bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.